DA
Doliver Advisors’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
77,583
-406
| -0.5% | -$10.6K | 0.55% | 31 |
|
|
2025
Q1 | $1.98M | Sell |
77,989
-5,741
| -7% | -$146K | 0.56% | 28 |
|
|
2024
Q4 | $1.77M | Buy |
83,730
+66,894
| +397% | +$1.42M | 0.49% | 33 |
|
|
2024
Q3 | $1.63M | Sell |
16,836
-502
| -3% | -$48.5K | 0.45% | 40 |
|
|
2024
Q2 | $1.47M | Buy |
17,338
+691
| +4% | +$58.7K | 0.41% | 42 |
|
|
2024
Q1 | $1.43M | Buy |
16,647
+12
| +0.1% | +$1.03K | 0.4% | 43 |
|
|
2023
Q4 | $1.58M | Sell |
16,635
-730
| -4% | -$69.1K | 0.48% | 34 |
|
|
2023
Q3 | $1.43M | Buy |
17,365
+1,771
| +11% | +$146K | 0.43% | 33 |
|
|
2023
Q2 | $1.4M | Sell |
15,594
-69
| -0.4% | -$6.21K | 0.43% | 41 |
|
|
2023
Q1 | $1.42M | Buy |
15,663
+257
| +2% | +$23.3K | 0.45% | 35 |
|
|
2022
Q4 | $1.18M | Sell |
15,406
-100
| -0.6% | -$7.63K | 0.39% | 41 |
|
|
2022
Q3 | $993K | Buy |
15,506
+589
| +4% | +$37.7K | 0.37% | 46 |
|
|
2022
Q2 | $1.22M | Buy |
14,917
+325
| +2% | +$26.6K | 0.43% | 40 |
|
|
2022
Q1 | $1.5M | Buy |
14,592
+223
| +2% | +$22.9K | 0.47% | 34 |
|
|
2021
Q4 | $1.57M | Buy |
14,369
+826
| +6% | +$90.1K | 0.49% | 32 |
|
|
2021
Q3 | $1.5M | Buy |
13,543
+4,990
| +58% | +$552K | 0.5% | 33 |
|
|
2021
Q2 | $832K | Buy |
8,553
+3,176
| +59% | +$309K | 0.28% | 63 |
|
|
2021
Q1 | $570K | Buy |
5,377
+344
| +7% | +$36.5K | 0.21% | 75 |
|
|
2020
Q4 | $509K | Buy |
5,033
+840
| +20% | +$85K | 0.23% | 76 |
|
|
2020
Q3 | $322K | Buy |
4,193
+730
| +21% | +$56.1K | 0.16% | 107 |
|
|
2020
Q2 | $239K | Buy |
+3,463
| New | +$239K | 0.11% | 115 |
|
|
2020
Q1 | – | Sell |
-2,948
| Closed | -$200K | – | 184 |
|
|
2019
Q4 | $200K | Buy |
+2,948
| New | +$200K | 0.08% | 108 |
|